GARRISON POINT ADVISORS, LLC

GARRISON POINT ADVISORS, LLC of WALNUT CREEK, CA is an SEC-registered investment adviser (CRD 292016). Regulatory assets under management: $597.1M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.

Officers, owners & control persons (11)

NameRoleLocation
SMITH TAFT JAMESOWNERCHICAGO, IL
Julie Therese MeissnerCO-TRUSTEE; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER & CHIEF EXECUTIVE OFFICER
James Robert MeissnerCO-TRUSTEE
Stacey Chin LiuCHIEF INVESTMENT OFFICER
MEISSNER JULIE THERESECHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER & CHIEF EXECUTIVE OFFICER; CO-TRUSTEE (+2 more)
LI ANDYCHIEF FINANCIAL OFFICER
MINER TOM SpencerCO TRUSTEE; OWNER
MINER JULIA SANDQUISTCO TRUSTEE
MEISSNER JAMES ROBERTCO-TRUSTEE
LIU STACEY CHINCHIEF INVESTMENT OFFICER
CHIN STACEY LIANCHIEF INVESTMENT OFFICER

Branch offices (1)

CityStateEmployeesPhone
SAN FRANCISCOCA3415-928-0401

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